Salesforce Configuration 8

• Locating your Salesforce Username and Password
• How to Create or Refresh your Salesforce Sandbox
• How to Create a Custom Field in Salesforce
• How to create an External ID Custom Field
• How to Create a Custom Checkbox to track Offline Donations in Salesforce

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How to Guide 12

• Salesforce Pre-Onboarding Checklist
• Setting up the Omatic Cloud trial for Salesforce
• How to Turn Off Required Fields in Mapping
• How to Connect Omatic Cloud to Salesforce
• How to Choose and Set Up your CRM for Salesforce + Classy

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Mapping Business Flows 10

• How to Map a General Accounting Unit and Allocations
• How to Assign the Opportunity Owner in Omatic Cloud
• How to Map Opportunity Contact Role using the Contacts & Donations (Enhanced) Formula
• How to configure Matching settings for Salesforce
• How to link Payments to Recurring Gifts in Salesforce

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Errors/Issues 6

• Salesforce is Identifying Possible Duplicates When Sending Records
• Standard Date Filter Missing Error when using Salesforce Reports as Source
• Why is My Salesforce Field Not Showing in the Object Picker?
• Error: The Contact and the Related Contact Cannot be the Same
• Fields Do Not Display in Object Picker

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